Filed March 1, 2022 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,370 | $48,327+231.8% | $67,575+137.3% | $80,935+98.1% |
| Participation rate | 47.0% | 66.4%-19.4pp | 72.9%-25.9pp | 67.7%-20.7pp |
| Annual return | 14.33% | 18.31%-4.0pp | 3528.98%-3514.6pp | 35.66%-21.3pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,057 | $2,927+106.9% | $4,003+51.3% | $4,299+40.9% |
| Admin fee / account holder | $5,872 | $3,692+59.0% | $3,993+47.1% | $6,924-15.2% |